Setting Up the CompanyCam Integration

Connect CompanyCam to sync geotagged job-site photos and videos into FieldPulse records and attach them to estimates and invoices.

Who uses this: Admins can enable it. Availability: Requires an active CompanyCam account/subscription.

Connecting the CompanyCam integration brings your job-site photos and videos into FieldPulse automatically, so the proof of work lives on the customer record instead of scattered across a tech’s phone.

Overview

The CompanyCam integration links photos and videos captured in CompanyCam to the matching FieldPulse records, so your office and field see the same documented job without switching apps. CompanyCam is a photo-and-video documentation tool built for contractors; the integration connects it to FieldPulse and keeps the two in step.

Data flows between FieldPulse and CompanyCam like this:

• Photos and videos taken in CompanyCam appear on the matching FieldPulse customer record, linked by the CompanyCam Project address.

• File access — synced files are available directly from FieldPulse Jobs, Projects, Estimates, and Invoices.

• Customer contact information syncs two-way between FieldPulse customers and CompanyCam Projects.

• New photos captured with the Take Photo in CompanyCam button in FieldPulse sync back to your records.

The sync only carries Project Name and Project Address from CompanyCam. Any FieldPulse customer created from a CompanyCam Project uses these defaults, with all other fields left blank for you to fill in:

Field	Default from CompanyCam
Customer status	Current Customer
Account type	Residential
Customer name	CompanyCam Project Name
Customer address	CompanyCam Project Address

Before you begin

• You need an active CompanyCam account to connect.

• File syncing starts from the moment you connect — historical CompanyCam files are not imported.

• FieldPulse does not store CompanyCam files. It shows a preview linked to the original file, which stays hosted in CompanyCam. The integration is not a file-migration tool — deleting a file in CompanyCam breaks its preview in FieldPulse.

Connect CompanyCam

1. Go to Company Settings.

2. Select Features & Plugins.

3. Find CompanyCam Integration and select Enable.

   

4. Log in to your CompanyCam account to authenticate the connection.

   

5. Enable the option to sync customer contact information.

Once connected, FieldPulse creates a new CompanyCam Project for each new customer address, or links to an existing Project when the address matches.

What syncs and how

Direction	What moves
CompanyCam → FieldPulse	Photos and videos, plus Project Name and Project Address. If a FieldPulse customer already has the same address, the Project links to that customer; if not, a new customer is created.
FieldPulse → CompanyCam	Customer contact information; photos captured with the Take Photo in CompanyCam button.

To use synced files:

• Open the Files tab on a FieldPulse record to see thumbnails, timestamps, and links to the originals in CompanyCam.

• To send photos to a customer, select them from the Visible Files dropdown when you send an estimate or invoice.

FAQs

Are historical CompanyCam files imported when I connect?

No. Syncing begins at the point of connection — earlier files are not brought in.

Are the files stored inside FieldPulse?

No. FieldPulse shows a preview linked to the original, which stays hosted in CompanyCam.

Can I use this to migrate files off CompanyCam?

No. The previews in FieldPulse depend on the original files in CompanyCam, so deleting them there breaks the previews.

Related articles

• How to Manage Purchase Orders

• Setting Up Customer Custom Fields

Your setup is working when a photo taken in CompanyCam appears under the Files tab on the matching FieldPulse customer record, and you can attach it to an estimate from the Visible Files dropdown.